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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 219.83+1.1%Dec 1 3:59 PM EST
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To: f.simons who wrote (13925)10/14/2000 3:32:41 PM
From: Charles RRead Replies (1) of 275872
 
Frank,

<but those looking for a reason for AMD's share price woes might start by looking beyond simple Mhz considerations. >

Money is made by people who know how to pick the right stocks when they are cheap. People who worry about day to day stock valuation levels shouldn't be investing in individual stocks.

<Investors are.>

Who are these so called investors? Are these the same people pumping Intel and AMD at twice these valuations and some other semiconductor stocks at 3 or 4 times the current valuation levels?

Face it, stock market is imperfect. There are many companies that are trading at 1/10 the valuation accorded to them just 6-7 months back.

Inspite of all the fumbles that AMD had in the last 6 months, it is much stronger product lineup for the next 9-12 months than Intel in the highest volume desktop market. And it very likely to have better product lineup in the laptop segment in about a quarter.

For the next 3 quarters AMD will most likely deliver excellent marketshare/revenue/profit gains and Intel is most likely to deliver marketshare/revenue/profit declines. During that time I expect AMD will get back to much fairer valuation than it has today.

Chuck
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